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U.S. Marine and Shipping Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies36
  • 7D3.2%
  • 3M25.1%
  • 1Y35.7%
  • YTD23.4%

Over the last 7 days, the Marine and Shipping industry has risen 3.2%, driven by gains from Kirby of 2.9%. This takes the industry's 12 month performance to a gain of 36%. Earnings are forecast to be flat in the coming years.

Industry Valuation and Performance

Has the U.S. Marine and Shipping Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Feb 2026US$31.3bUS$22.6bUS$3.7b7x8.4x1.4x
Fri, 23 Jan 2026US$28.5bUS$24.2bUS$3.4b6.4x8.4x1.2x
Sun, 21 Dec 2025US$25.0bUS$24.2bUS$3.4b5.9x7.3x1x
Tue, 18 Nov 2025US$24.0bUS$25.3bUS$4.5b6.8x5.3x1x
Thu, 16 Oct 2025US$20.5bUS$25.3bUS$4.5b7.4x4.5x0.8x
Sat, 13 Sep 2025US$22.4bUS$25.3bUS$4.6b8.4x4.9x0.9x
Mon, 11 Aug 2025US$24.4bUS$26.9bUS$5.1b9.4x4.8x0.9x
Wed, 09 Jul 2025US$24.7bUS$26.8bUS$5.2b5.4x4.7x0.9x
Fri, 06 Jun 2025US$23.8bUS$26.8bUS$5.2b5.4x4.6x0.9x
Sun, 04 May 2025US$23.1bUS$25.3bUS$5.4b4x4.3x0.9x
Tue, 01 Apr 2025US$23.6bUS$25.4bUS$5.5b4.1x4.3x0.9x
Thu, 27 Feb 2025US$25.0bUS$24.3bUS$4.8b4.4x5.2x1x
Sat, 25 Jan 2025US$24.8bUS$24.2bUS$5.0b3.4x5x1x
Mon, 23 Dec 2024US$24.4bUS$24.2bUS$5.0b4x4.9x1x
Wed, 20 Nov 2024US$30.1bUS$22.6bUS$1.5b4.8x19.5x1.3x
Fri, 18 Oct 2024US$28.7bUS$22.0bUS$1.4b5.2x20.9x1.3x
Sun, 15 Sep 2024US$27.8bUS$22.0bUS$1.4b5.2x20.3x1.3x
Tue, 13 Aug 2024US$27.7bUS$21.9bUS$821.1m6.1x33.7x1.3x
Thu, 11 Jul 2024US$29.0bUS$21.4bUS$604.3m9x48.1x1.4x
Sat, 08 Jun 2024US$30.0bUS$21.4bUS$608.2m8.5x49.3x1.4x
Mon, 06 May 2024US$27.1bUS$20.9bUS$365.4m7.4x74.1x1.3x
Wed, 03 Apr 2024US$24.7bUS$21.1bUS$318.8m8.2x77.6x1.2x
Fri, 01 Mar 2024US$24.1bUS$22.1bUS$896.9m5.6x26.8x1.1x
Sun, 28 Jan 2024US$23.4bUS$22.3bUS$1.0b5.4x22.6x1x
Tue, 26 Dec 2023US$21.8bUS$22.3bUS$1.0b5.3x21.1x1x
Thu, 23 Nov 2023US$19.2bUS$22.4bUS$1.1b5.3x16.7x0.9x
Sat, 21 Oct 2023US$19.4bUS$24.9bUS$5.2b3.3x3.7x0.8x
Mon, 18 Sep 2023US$19.7bUS$24.9bUS$5.2b3.1x3.8x0.8x
Wed, 16 Aug 2023US$20.4bUS$27.1bUS$6.9b2.7x3x0.8x
Fri, 14 Jul 2023US$20.3bUS$27.9bUS$7.5b2.6x2.7x0.7x
Sun, 11 Jun 2023US$19.5bUS$27.9bUS$7.5b2.5x2.6x0.7x
Tue, 09 May 2023US$19.7bUS$30.5bUS$9.7b2.7x2x0.6x
Thu, 06 Apr 2023US$19.6bUS$31.0bUS$10.1b2.4x1.9x0.6x
Sat, 04 Mar 2023US$22.7bUS$32.7bUS$11.5b2.7x2x0.7x
Price to Earnings Ratio

2x


Total Market Cap: US$22.7bTotal Earnings: US$11.5bTotal Revenue: US$32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine and Shipping Industry Price to Earnings3Y Average 16x202420252026
Current Industry PE
  • Investors are pessimistic on the American Shipping industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.4x which is lower than its 3-year average PE of 16.0x.
  • The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Shipping industry have declined 31% per year over the last three years,
  • Revenues have also declined 12% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market0.50%
Industrials1.00%
Marine and Shipping3.23%
Marine3.23%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
KEX KirbyUS$130.302.9%
+US$194.2m		29.2%PE19.7x
ZIM ZIM Integrated Shipping ServicesUS$29.084.4%
+US$148.2m		31.3%PE3.5x
SBLK Star Bulk CarriersUS$25.283.1%
+US$85.4m		63.1%PE46.8x
DAC DanaosUS$111.574.0%
+US$78.0m		36.4%PE4.1x
MATX MatsonUS$166.991.2%
+US$60.5m		18.1%PE12.1x

Latest News

MATX
US$166.99
Matson
7D
1.2%
1Y
18.1%
CMDB
US$18.34
Costamare Bulkers Holdings
7D
-3.6%
1Y
n/a
KEX
US$130.30
Kirby
7D
2.9%
1Y
29.2%

KEX: AI Infrastructure And Transport Cycle Are Expected To Support Balanced Outlook

Analysts have nudged their average price target for Kirby higher by about $2, reflecting updated views on cyclical transport exposure, potential benefits from infrastructure related spending, and a steady outlook for margins, growth assumptions, and future P/E levels. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts citing sector positioning, capital spending trends, and broader transport data points as key inputs to their revised views.
SBLK
US$25.28
Star Bulk Carriers
7D
3.1%
1Y
63.1%
PANL
US$9.27
Pangaea Logistics Solutions
7D
8.2%
1Y
75.2%
CMRE
US$16.79
Costamare
7D
-1.8%
1Y
66.6%
GNK
US$23.75
Genco Shipping & Trading
7D
5.4%
1Y
67.3%
ZIM
US$29.08
ZIM Integrated Shipping Services
7D
4.4%
1Y
31.3%

ZIM: Takeover Bids And Board Changes Will Shape Fairly Valued Outlook

Analysts have maintained their $21.00 price target for ZIM Integrated Shipping Services, with slightly adjusted assumptions around discount rate, revenue contraction, profit margin, and forward P/E helping to fine tune their valuation framework rather than shift it. What's in the News Hapag-Lloyd and Israeli fund PIMI proposed to acquire ZIM Integrated Shipping Services for approximately US$3.5b in cash on February 15, 2026, with Hapag-Lloyd set to take the international business and PIMI retaining Israeli operations, subject to multiple corporate, shareholder, state and regulatory approvals (Key Developments).
DAC
US$111.57
Danaos
7D
4.0%
1Y
36.4%
ICON
US$1.40
Icon Energy
7D
-7.9%
1Y
-96.8%
HTCO
US$9.66
High-Trend International Group
7D
-3.3%
1Y
-84.2%
SVRN
US$0.39
OceanPal
7D
-13.1%
1Y
-98.5%

Why Investors Shouldn't Be Surprised By OceanPal Inc.'s (NASDAQ:SVRN) P/S

Jan 28
Why Investors Shouldn't Be Surprised By OceanPal Inc.'s (NASDAQ:SVRN) P/S
CCEC
US$23.46
Capital Clean Energy Carriers
7D
4.3%
1Y
24.7%
NCT
US$0.19
Intercont (Cayman)
7D
-15.0%
1Y
n/a